Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 10925 results for "Planning"

ASIC slaps adviser with 10-year ban, strips AFSL

MATTHEW WAI  |  FRIDAY, 19 JUN 2026
... key person on its AFSL and ACL until 1 May 2025. In the past, he was also an authorised representative of AMP Financial Planning between 16 August 2011 and 22 February 2021, a period when he was the sole director and financial planner of Logic Financial ...

Poor succession plans expose advice firms to crisis events: Report

KARREN VERGARA  |  THURSDAY, 18 JUN 2026
... permanent disablement of a principal, according to new research, underscoring widespread gaps in succession and contingency planning. Business Health's newly released What If...? report reveals 67% of principals do not have a documented succession plan ...

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
PictureWealth Group has inked a landmark deal with national advice licensee Capstone Financial Planning, forming a combined business with 360 financial advisers and $22 billion in funds under advice. Prior to the announcement, PictureWealth Group was ...

Nominations open for the 2026 Power50

STAFF WRITER  |  WEDNESDAY, 17 JUN 2026
... outstanding advisers based on feature and profile stories we have published in FS Advice - The Australian Journal of Financial Planning. To nominate a worthy financial adviser, please submit a nomination form here. Nominations are open until July 20 ...

HESTA launches campaign around super tax benefits

MATTHEW WAI  |  WEDNESDAY, 17 JUN 2026
... financial year. According to HESTA's research, based on a survey of 437 members in May 2026, more than half (58%) are not planning to take advantage of any super tax benefits before June 30, with many not clear on options available to them. Although ...

Imprisoned fraudster's wife banned by ASIC

MATTHEW WAI  |  MONDAY, 15 JUN 2026
... development of property in Sydney's west, ASIC said. Mr Agrawal was previously a financial adviser under Akumin Financial Planning and was active from April 2010 to November 2020. Between 30 June and 4 August 2023, 16 Mansa Group companies were placed ...

ASX to pay $23m, admits misrepresentation over CHESS replacement

MATTHEW WAI  |  MONDAY, 15 JUN 2026
... accuracy of disclosures to the market about a significant and complex project that carried real consequences for confidence, planning, and investment across the market. "Accurate and timely disclosures are fundamental to maintaining trust in Australia's ...

Product showcase: Reframing financial advice

THE FINANCIAL STANDARD TEAM  |  MONDAY, 15 JUN 2026
... their peak earning years, pushing the recipients into higher tax brackets. "You're having to future-proof estate planning against legislative change risks - something people haven't really had to think about before," Laver says. With larger estates ...

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA  |  THURSDAY, 11 JUN 2026
... chief research officer Cary Helenius. Laughlin said the new firm helps navigate the complexities of retirement income planning under the Retirement Income Covenant. Cipher IQ centres on personalised online retirement-income modelling platform MyRI, which ...

Lack of awareness impacts retirement satisfaction: TAL

MATTHEW WAI  |  THURSDAY, 11 JUN 2026
... retirement and wealth Shaun Bransdon said the findings show a disconnect between engagement and action on retirement planning. "People care deeply about their financial futures and they're paying attention - but we don't see that in the actions they're ...
PREVIOUS
NEXT